| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $63 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 1 | $75 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $125 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $125 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2 | $126 | 0.00% | +2 | New |
| Livelsberger Financial Advisory | 2 | $145 | 0.00% | +2 | New |
| Zions Bancorporation, N.A. | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $250 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $250 | 0.00% | +4 | New |
| Federation des caisses Desjardins du Quebec | 5 | $312 | 0.00% | −27−84.4% | Reduced |
| Strengthening Families & Communities, LLC | 7 | $445 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $562 | 0.00% | −189−95.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 9 | $562 | 0.00% | +9 | New |
| Sachetta, LLC | 10 | $626 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $687 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 13 | $811 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $812 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14 | $845 | 0.00% | +1+7.7% | Added |
| Cambridge Trust Co | 14 | $874 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $1.23K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 20 | $1.25K | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 21 | $1.31K | 0.00% | −567−96.4% | Reduced |
| Atlantic Trust, LLC | 22 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 22 | $1.37K | 0.00% | +22 | New |
| Sugarloaf Wealth Management, LLC | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $1.44K | 0.00% | +23 | New |
| Clear Point Advisors Inc. | 25 | $1.56K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $1.62K | 0.00% | +1+4.0% | Added |
| Kelly Financial Services LLC | 26 | $1.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26 | $1.64K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 28 | $1.75K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 28 | $1.75K | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 29 | $1.81K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 29 | $1.82K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $1.87K | 0.00% | +2+7.1% | Added |
| Thompson Investment Management, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $2.14K | 0.00% | −2−5.6% | Reduced |
| FinTrust Capital Advisors, LLC | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $2.22K | 0.00% | +1+2.9% | Added |
| IFP Advisors, Inc | 44 | $2.75K | 0.00% | −403−90.2% | Reduced |
| ICA Group Wealth Management, LLC | 47 | $2.96K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 50 | $3.12K | 0.00% | +50 | New |
| Spire Wealth Management | 58 | $3.41K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 55 | $3.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 57 | $3.56K | 0.00% | +57 | New |
| Naples Money Management LLC | 62 | $3.87K | 0.00% | +62 | New |
| Moisand Fitzgerald Tamayo, LLC | 63 | $3.93K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,510 | $3.97K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 67 | $4.00K | 0.00% | −14−17.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 62 | $4.00K | 0.00% | +62 | New |
| Cetera Trust Company, N.A | 65 | $4.06K | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 68 | $4.25K | 0.00% | +7+11.5% | Added |
| Geneos Wealth Management Inc. | 70 | $4.37K | 0.00% | −9−11.4% | Reduced |
| TD Waterhouse Canada Inc. | 59 | $4.54K | 0.00% | +59 | New |
| Fortitude Family Office, LLC | 82 | $5.12K | 0.00% | +82 | New |
| Addison Advisors LLC | 93 | $5.81K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 94 | $5.87K | 0.00% | +47+100.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $5.87K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 97 | $6.05K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 102 | $6.38K | 0.00% | −542−84.2% | Reduced |
| TCTC Holdings, LLC | 114 | $7.12K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $7.12K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 135 | $7.70K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 126 | $7.87K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 127 | $7.91K | 0.01% | +127 | New |
| CoreFirst Bank & Trust | 132 | $8.24K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 137 | $8.55K | 0.00% | −250−64.6% | Reduced |
| Financial Perspectives, Inc | 142 | $8.86K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 166 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 175 | $10.9K | 0.00% | +157+872.2% | Added |
| Kelly Lawrence W & Associates Inc | 189 | $11.8K | 0.00% | −28−12.9% | Reduced |
| Parkside Financial Bank & Trust | 216 | $13.5K | 0.00% | −283−56.7% | Reduced |
| Huntington National Bank | 229 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 230 | $14.4K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $14.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 254 | $14.9K | 0.00% | +254 | New |
| Quarry LP | 257 | $16.0K | 0.01% | +12+4.9% | Added |
| Rise Advisors, LLC | 260 | $16.2K | 0.01% | −97−27.2% | Reduced |
| Farmers & Merchants Investments Inc | 263 | $16.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 271 | $16.9K | 0.00% | +264+3,771.4% | Added |
| Heritage Wealth Advisors | 300 | $18.7K | 0.00% | +300 | New |
| Planning Capital Management Corp | 322 | $20.1K | 0.02% | +322 | New |
| Nomura Asset Management Co Ltd | 390 | $24.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 396 | $24.7K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 402 | $25.1K | 0.00% | +402 | New |
| Steward Partners Investment Advisory, LLC | 420 | $26.2K | 0.00% | −42−9.1% | Reduced |
| Key Financial Inc | 450 | $28.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 460 | $28.7K | 0.00% | +61+15.3% | Added |
| Versant Capital Management, Inc | 468 | $29.2K | 0.01% | −71−13.2% | Reduced |
| Principal Securities, Inc. | 517 | $32.3K | 0.00% | +517 | New |
| HM Payson & Co | 648 | $40.4K | 0.00% | +6+0.9% | Added |
| Signaturefd, LLC | 649 | $40.5K | 0.00% | +56+9.4% | Added |
| Quadrant Capital Group LLC | 664 | $41.4K | 0.00% | −121−15.4% | Reduced |
| Parallel Advisors, LLC | 684 | $42.7K | 0.00% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 691 | $43.1K | 0.00% | −25−3.5% | Reduced |